BRIGHTON JONES LLC
SEATTLE WA · SEC CIK 0001360798
$53.79亿2026Q2 申报市值
1,423持仓数
39.7%前十大占比 · 第一大 17.9%
294 / 71新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SGOV 加仓+$3,222.62万
ARM 新建仓+$1,762.78万
NVDA 加仓+$1,286.26万
DIMENSIONAL ETF 加仓+$1,266.50万
GOOG 加仓+$1,167.65万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$2,178.43万
COMP 减仓-$679.63万
ABNB 减仓-$602.35万
SBUX 减仓-$586.72万
SNDK 减仓-$501.40万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $33.47万 | 0.01% | 6,556 | -1,380 | -17.4% | -$7.04万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $33.54万 | 0.01% | 1,551 | -13 | -0.8% | -$2,811 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $33.56万 | 0.01% | 35,036 | 6,419 | 22.4% | $6.15万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $33.72万 | 0.01% | 11,018 | 169 | 1.6% | $5,173 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $33.76万 | 0.01% | 8,682 | -13,100 | -60.1% | -$50.93万 | 减仓 |
| IGF | ISHARES TR | $33.81万 | 0.01% | 5,077 | 132 | 2.7% | $8,791 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $33.90万 | 0.01% | 3,499 | 3,499 | — | $33.90万 | 新建仓 |
| IYT | ISHARES TR | $33.92万 | 0.01% | 3,910 | 3,910 | — | $33.92万 | 新建仓 |
| ARKK | ARK ETF TR | $34.09万 | 0.01% | 4,218 | 110 | 2.7% | $8,891 | 加仓 |
| ESGE | ISHARES INC | $34.17万 | 0.01% | 6,247 | -923 | -12.9% | -$5.05万 | 减仓 |
| IEF | ISHARES TR | $34.22万 | 0.01% | 3,618 | -377 | -9.4% | -$3.57万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $34.30万 | 0.01% | 4,152 | 4,152 | — | $34.30万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $34.33万 | 0.01% | 4,447 | 928 | 26.4% | $7.16万 | 加仓 |
| EWJ | ISHARES INC | $34.34万 | 0.01% | 3,681 | 113 | 3.2% | $1.05万 | 加仓 |
| AXGN | AXOGEN INC | $34.34万 | 0.01% | 7,435 | 44 | 0.6% | $2,032 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $34.40万 | 0.01% | 9,719 | -722 | -6.9% | -$2.56万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $34.44万 | 0.01% | 3,842 | -810 | -17.4% | -$7.26万 | 减仓 |
| BXP | BXP INC | $34.44万 | 0.01% | 5,194 | 5,194 | — | $34.44万 | 新建仓 |
| AVTR | AVANTOR INC | $34.47万 | 0.01% | 34,814 | 34,814 | — | $34.47万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $34.62万 | 0.01% | 5,124 | -6,626 | -56.4% | -$44.77万 | 减仓 |
| NVO | NOVO-NORDISK A S | $34.73万 | 0.01% | 7,245 | 1,088 | 17.7% | $5.22万 | 加仓 |
| ABCB | AMERIS BANCORP | $34.76万 | 0.01% | 3,851 | 84 | 2.2% | $7,582 | 加仓 |
| SAP | SAP SE | $34.86万 | 0.01% | 2,262 | -557 | -19.8% | -$8.58万 | 减仓 |
| TRP | TC ENERGY CORP | $34.96万 | 0.01% | 5,274 | 8 | 0.2% | $530 | 加仓 |
| BOH | BANK HAWAII CORP | $34.99万 | 0.01% | 4,294 | 191 | 4.7% | $1.56万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $35.03万 | 0.01% | 19,491 | -13,502 | -40.9% | -$24.26万 | 减仓 |
| INVH | INVITATION HOMES INC | $35.09万 | 0.01% | 11,616 | 11,616 | — | $35.09万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $35.14万 | 0.01% | 5,685 | -181 | -3.1% | -$1.12万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $35.17万 | 0.01% | 15,205 | 384 | 2.6% | $8,882 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $35.17万 | 0.01% | 8,773 | -298 | -3.3% | -$1.19万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $35.33万 | 0.01% | 31,238 | 7,603 | 32.2% | $8.60万 | 加仓 |
| ACM | AECOM | $35.36万 | 0.01% | 5,065 | 2,078 | 69.6% | $14.51万 | 加仓 |
| FNB | F N B CORP | $35.39万 | 0.01% | 18,546 | 6,293 | 51.4% | $12.01万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $35.49万 | 0.01% | 9,265 | 2,735 | 41.9% | $10.48万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $35.55万 | 0.01% | 1,307 | 1,307 | — | $35.55万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $35.61万 | 0.01% | 6,925 | 862 | 14.2% | $4.43万 | 加仓 |
| VST | VISTRA CORP | $35.68万 | 0.01% | 2,249 | 76 | 3.5% | $1.21万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $35.79万 | 0.01% | 5,899 | 5,899 | — | $35.79万 | 新建仓 |
| SPT | SPROUT SOCIAL INC | $36.05万 | 0.01% | 47,750 | 14,276 | 42.6% | $10.78万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $36.19万 | 0.01% | 6,977 | 73 | 1.1% | $3,787 | 加仓 |
| TNET | TRINET GROUP INC | $36.55万 | 0.01% | 7,385 | 7,385 | — | $36.55万 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $36.56万 | 0.01% | 9,496 | 9,496 | — | $36.56万 | 新建仓 |
| NI | NISOURCE INC | $36.57万 | 0.01% | 7,691 | 856 | 12.5% | $4.07万 | 加仓 |
| CNO | CNO FINL GROUP INC | $36.58万 | 0.01% | 7,175 | 7,175 | — | $36.58万 | 新建仓 |
| PLXS | PLEXUS CORP | $36.66万 | 0.01% | 1,219 | 5 | 0.4% | $1,504 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $36.83万 | 0.01% | 3,139 | 13 | 0.4% | $1,525 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $37.03万 | 0.01% | 17,914 | 81 | 0.5% | $1,674 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $37.05万 | 0.01% | 3,203 | 1,007 | 45.9% | $11.65万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $37.10万 | 0.01% | 7,122 | 7,122 | — | $37.10万 | 新建仓 |
| OKTA | OKTA INC | $37.13万 | 0.01% | 2,721 | 2,721 | — | $37.13万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $37.14万 | 0.01% | 35,005 | 35,005 | — | $37.14万 | 新建仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $37.23万 | 0.01% | 12,421 | 417 | 3.5% | $1.25万 | 加仓 |
| PNR | PENTAIR PLC | $37.27万 | 0.01% | 4,862 | 4,862 | — | $37.27万 | 新建仓 |
| ICLN | ISHARES TR | $37.27万 | 0.01% | 18,191 | 4,906 | 36.9% | $10.05万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $37.30万 | 0.01% | 7,968 | 16 | 0.2% | $749 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $37.54万 | 0.01% | 8,388 | 1,839 | 28.1% | $8.23万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $37.56万 | 0.01% | 3,094 | 859 | 38.4% | $10.43万 | 加仓 |
| UBS | UBS GROUP AG | $37.70万 | 0.01% | 7,607 | 554 | 7.9% | $2.75万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $37.74万 | 0.01% | 2,847 | 112 | 4.1% | $1.48万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $37.92万 | 0.01% | 4,963 | 156 | 3.2% | $1.19万 | 加仓 |
| IDCC | INTERDIGITAL INC | $37.95万 | 0.01% | 1,340 | 25 | 1.9% | $7,079 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $37.97万 | 0.01% | 2,713 | 1,012 | 59.5% | $14.16万 | 加仓 |
| LEA | LEAR CORP | $38.01万 | 0.01% | 2,835 | 662 | 30.5% | $8.88万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $38.01万 | 0.01% | 4,513 | 4,513 | — | $38.01万 | 新建仓 |
| IYY | ISHARES TR | $38.01万 | 0.01% | 2,085 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $38.03万 | 0.01% | 8,032 | 8,032 | — | $38.03万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $38.30万 | 0.01% | 3,348 | -6,054 | -64.4% | -$69.26万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $38.42万 | 0.01% | 3,771 | 92 | 2.5% | $9,374 | 加仓 |
| SMBS | SCHWAB STRATEGIC TR | $38.45万 | 0.01% | 15,125 | 15,125 | — | $38.45万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $38.45万 | 0.01% | 4,967 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $38.53万 | 0.01% | 1,362 | -36 | -2.6% | -$1.02万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $38.54万 | 0.01% | 8,817 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $38.55万 | 0.01% | 5,526 | -17,830 | -76.3% | -$124.39万 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $38.61万 | 0.01% | 9,958 | 256 | 2.6% | $9,925 | 加仓 |
| FE | FIRSTENERGY CORP | $38.64万 | 0.01% | 8,127 | -298 | -3.5% | -$1.42万 | 减仓 |
| VLTO | VERALTO CORP | $38.66万 | 0.01% | 4,359 | -514 | -10.5% | -$4.56万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $38.75万 | 0.01% | 5,601 | 362 | 6.9% | $2.50万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $38.89万 | 0.01% | 24,741 | 24,741 | — | $38.89万 | 新建仓 |
| OLN | OLIN CORP | $39.04万 | 0.01% | 19,695 | 19,695 | — | $39.04万 | 新建仓 |
| EDV | VANGUARD WORLD FD | $39.09万 | 0.01% | 6,007 | 6,007 | — | $39.09万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $39.11万 | 0.01% | 12,574 | -850 | -6.3% | -$2.64万 | 减仓 |
| DVA | DAVITA INC | $39.18万 | 0.01% | 1,761 | 1,761 | — | $39.18万 | 新建仓 |
| AGL | AGILON HEALTH INC | $39.19万 | 0.01% | 3,656 | 3,656 | — | $39.19万 | 新建仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $39.55万 | 0.01% | 10,926 | 26 | 0.2% | $941 | 加仓 |
| HSY | HERSHEY CO | $39.61万 | 0.01% | 2,258 | 1,089 | 93.2% | $19.10万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $39.83万 | 0.01% | 27,947 | -1,222 | -4.2% | -$1.74万 | 减仓 |
| MKL | MARKEL GROUP INC | $39.84万 | 0.01% | 204 | 35 | 20.7% | $6.84万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $39.89万 | 0.01% | 1,204 | 3 | 0.2% | $994 | 加仓 |
| HNGE | HINGE HEALTH INC | $39.98万 | 0.01% | 4,817 | 4,817 | — | $39.98万 | 新建仓 |
| INDY | ISHARES TR | $40.00万 | 0.01% | 9,207 | 471 | 5.4% | $2.05万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $40.21万 | 0.01% | 3,567 | -99 | -2.7% | -$1.12万 | 减仓 |
| WRLD | WORLD ACCEP CORPORATION | $40.24万 | 0.01% | 1,798 | 1,798 | — | $40.24万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $40.25万 | 0.01% | 9,935 | 193 | 2.0% | $7,818 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $40.27万 | 0.01% | 7,620 | 256 | 3.5% | $1.35万 | 加仓 |
| CNS | COHEN & STEERS INC | $40.29万 | 0.01% | 5,291 | 5,291 | — | $40.29万 | 新建仓 |
| REG | REGENCY CTRS CORP | $40.48万 | 0.01% | 5,077 | 380 | 8.1% | $3.03万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $40.49万 | 0.01% | 15,368 | 791 | 5.4% | $2.08万 | 加仓 |
| CDW | CDW CORP | $40.64万 | 0.01% | 2,890 | 766 | 36.1% | $10.77万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $40.68万 | 0.01% | 13,470 | -806 | -5.6% | -$2.43万 | 减仓 |
| HDV | ISHARES TR | $40.73万 | 0.01% | 14,859 | 19 | 0.1% | $521 | 加仓 |